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Nicolet National Bank · 2 weeks ago

Advisory Client Service Supervisor

Green Bay, WI

Full-time

Onsite

Senior Level

5+ years exp

Nicolet National Bank is committed to community banking and serving customers with excellence. The Advisory Client Service Supervisor is responsible for overseeing the advisory client service team, ensuring exceptional customer service, and mentoring team members while also focusing on client onboarding and process optimization.

BankingFinanceFinancial Services

Responsibilities

Supervise and support the advisory client service associates, fostering a collaborative and high-performance team culture

Provide coaching, mentoring, and development opportunities to team members

Assign and monitor daily tasks, ensuring alignment with department goals and service standards

Lead regular team meetings to communicate updates, share best practices, and address challenges

Ensure seamless client onboarding and ongoing service delivery across the advisory business

Monitor and enhance the client experience by identifying service gaps and implementing improvements

Serve as a point of escalation for client service issues, working with internal teams and custodians to resolve concerns promptly

Promote a client-first mindset throughout the team

Prepare advanced reports, presentations, and documentation to support client reviews and financial planning

Coordinate with internal departments (e.g., compliance, operations, trading) to resolve escalated issues

Monitor and track client service activities to ensure timely and accurate completion

Interface with custodians to open new accounts, update account information, and perform routine and specialized tasks

Oversee the review, maintenance, and completion of Standard Operating Procedures (SOPs) to ensure consistency and compliance

Identify opportunities for process improvement and implement changes to enhance operational efficiency

Collaborate with the AVP and other stakeholders to align team workflows with broader organizational strategies

Develop and deliver training programs for new and existing client service associates

Ensure team members are proficient in systems such as Schwab and Salesforce

Facilitate cross-training to build team flexibility and coverage

Maintain and update training materials and reference resources

Lead or support department-level projects related to client service enhancements and operational improvements

Track and report on key service metrics

Provide regular updates to leadership on team performance, challenges, and successes

Ensure compliance with internal procedures and regulatory standards

Qualification

Series 7Advisory operationsTeam leadershipSchwabSalesforceFinancial services experienceAnalytical skillsMicrosoft Office SuiteContinuous improvementCommunication skillsInterpersonal skillsOrganizational skillsProblem-solving skills